Wall Street keeps asking if the AI boom is slowing down. AMD CEO Lisa Su says she's seeing the exact opposite. In this interview with Yahoo Finance Executive Editor Briqan Sozzi, Dr. Lisa Su explains why AI infrastructure demand continues to accelerate, how AI agents are changing the economics of computing, why inference has become the industry's biggest growth driver, and why AMD believes the AI opportunity is still in its early stages. Timestamps 00:00 AMD's AI announcements 01:15 Why inference is overtaking training 02:25 What's surprising about AI adoption 03:56 AI agents change everything 05:16 What Helios does differently 06:33 Why one company won't win AI 07:50 Is Wall Street missing the AI story? 09:45 Is AI demand slowing down? 10:08 AMD's $5 billion Anthropic investment 11:50 Why the AI ecosystem is working together 12:41 Lisa Su reflects on AI's biggest moment #AMD #LisaSu #AI #ArtificialIntelligence #OpenAI #Anthropic #Semiconductors #Technology #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571